| Carolinas Wealth Consulting LLC | 27 | $18.1K | 0.00% | +3+12.5% | Added |
| Keener Financial Planning LLC | 28 | $18.0K | 0.01% | +28 | New |
| Resources Management Corp | 25 | $17.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 25 | $16.6K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 25 | $16.6K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 25 | $16.6K | 0.00% | 00.0% | Unchanged |
| Atala Financial Inc | 25 | $16.6K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 25 | $16.6K | 0.01% | +5+25.0% | Added |
| Park Circle Co | 25 | $16.6K | 0.01% | +25 | New |
| BankPlus Trust Department | 25 | $16.6K | 0.01% | +25 | New |
| North Capital, Inc. | 25 | $16.6K | 0.02% | +25 | New |
| Fourth Dimension Wealth, LLC | 24 | $15.9K | 0.01% | −4−14.3% | Reduced |
| NewSquare Capital LLC | 24 | $15.9K | 0.00% | +13+118.2% | Added |
| Park Square Financial Group, LLC | 23 | $15.2K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 22 | $14.8K | 0.00% | +3+15.8% | Added |
| Founders Capital Management | 22 | $14.6K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 22 | $14.6K | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 21 | $13.9K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 21 | $13.9K | 0.00% | 00.0% | Unchanged |
| Prudent Man Investment Management, Inc. | 20 | $13.9K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 20 | $13.3K | 0.00% | −16−44.4% | Reduced |
| Old Point Trust & Financial Services N A | 20 | $13.3K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 20 | $13.3K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 20 | $13.3K | 0.01% | 00.0% | Unchanged |
| Keystone Global Partners, LLC | 20 | $13.3K | 0.01% | +20 | New |
| Ulland Investment Advisors, LLC | 20 | $13.0K | 0.01% | 00.0% | Unchanged |
| von Borstel & Associates, Inc. | 20 | $13.0K | 0.00% | +20 | New |
| Parkworth Wealth Management, Inc. | 19 | $12.8K | 0.01% | +19 | New |
| Asset Management One Co.,Ltd. | 19 | $12.6K | 0.00% | +3+18.8% | Added |
| Binnacle Investments Inc | 19 | $12.6K | 0.01% | +19 | New |
| Wood Tarver Financial Group, LLC | 18 | $11.9K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 18 | $11.9K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 17 | $11.3K | 0.00% | +1+6.3% | Added |
| Truvestments Capital LLC | 17 | $11.3K | 0.00% | +12+240.0% | Added |
| Costello Asset Management, INC | 17 | $11.3K | 0.00% | +17 | New |
| N.E.W. Advisory Services LLC | 17 | $11.3K | 0.00% | +17 | New |
| MJT & Associates Financial Advisory Group, Inc. | 17 | $11.3K | 0.01% | +17 | New |
| Washington Trust Advisors, Inc. | 17 | $11.1K | 0.00% | +17 | New |
| Chesapeake Asset Management LLC | 16 | $10.6K | 0.01% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 15 | $9.94K | 0.00% | −118−88.7% | Reduced |
| Hoey Investments, Inc | 15 | $9.94K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 15 | $9.94K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 15 | $9.94K | 0.00% | +7+87.5% | Added |
| Dogwood Wealth Management LLC | 14 | $9.33K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 14 | $9.29K | 0.01% | −21−60.0% | Reduced |
| Copia Wealth Management | 14 | $9.28K | 0.01% | 00.0% | Unchanged |
| Nova Wealth Management, Inc. | 14 | $9.28K | 0.01% | +4+40.0% | Added |
| Aspect Partners, LLC | 14 | $9.28K | 0.01% | +14 | New |
| REAP Financial Group, LLC | 14 | $9.28K | 0.00% | +14 | New |
| Bank of Jackson Hole Trust | 13 | $9.22K | 0.01% | −3−18.8% | Reduced |
| First Financial Corp | 13 | $8.61K | 0.00% | −37−74.0% | Reduced |
| Cape Investment Advisory, Inc. | 13 | $8.61K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 13 | $8.61K | 0.00% | +13 | New |
| Dynamic Wealth Strategies, LLC | 13 | $8.61K | 0.01% | +13 | New |
| Perkins Coie Trust Co | 13 | $8.61K | 0.00% | +1+8.3% | Added |
| Atlantic Edge Private Wealth Management, LLC | 12 | $7.95K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 12 | $7.95K | 0.00% | +5+71.4% | Added |
| Iron Horse Wealth Management, LLC | 12 | $7.95K | 0.00% | +7+140.0% | Added |
| Guardian Wealth Management, Inc. | 12 | $7.95K | 0.01% | +12 | New |
| PSI Advisors, LLC | 11 | $7.29K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 11 | $7.29K | 0.00% | +7+175.0% | Added |
| North Star Investment Management Corp. | 11 | $7.29K | 0.00% | +11 | New |
| First Command Advisory Services, Inc. | 11 | $7.29K | 0.00% | +11 | New |
| Inlight Wealth Management, LLC | 11 | $7.29K | 0.00% | +11 | New |
| PrairieView Partners, LLC | 12 | $7.00K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 10 | $6.67K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 10 | $6.66K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 10 | $6.63K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 10 | $6.63K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 10 | $6.63K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 10 | $6.63K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 10 | $6.63K | 0.00% | 00.0% | Unchanged |
| Rogco, LP | 10 | $6.63K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 10 | $6.63K | 0.00% | +10 | New |
| Innovative Advisory Group, LLC | 10 | $6.63K | 0.01% | +10 | New |
| Nemes Rush Group LLC | 9 | $5.96K | 0.00% | +9 | New |
| Marshall & Sterling Wealth Advisors Inc. | 8 | $5.32K | 0.00% | +2+33.3% | Added |
| Abound Wealth Management | 8 | $5.30K | 0.00% | −2−20.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 8 | $5.30K | 0.00% | −8−50.0% | Reduced |
| Sherman Asset Management, Inc. | 8 | $5.30K | 0.01% | 00.0% | Unchanged |
| DAGCO, Inc. | 8 | $5.30K | 0.00% | +8 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 8 | $5.00K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 7 | $4.71K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 7 | $4.64K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 7 | $4.64K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 6 | $4.00K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 6 | $3.98K | 0.00% | −1−14.3% | Reduced |
| MV Capital Management, Inc. | 6 | $3.98K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 6 | $3.98K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 6 | $3.98K | 0.00% | +2+50.0% | Added |
| Morse Asset Management, Inc | 6 | $3.98K | 0.00% | +6 | New |
| Darwin Advisors, LLC | 5 | $3.46K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 5 | $3.31K | 0.00% | −5−50.0% | Reduced |
| Mattson Financial Services, LLC | 5 | $3.31K | 0.00% | +5 | New |
| Anfield Capital Management, LLC | 5 | $3.31K | 0.00% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 5 | $3.31K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 5 | $3.31K | 0.00% | +5 | New |
| Painted Porch Advisors LLC | 5 | $3.31K | 0.00% | +5 | New |
| Millstone Evans Group, LLC | 5 | $3.31K | 0.00% | +5 | New |
| Hurley Capital, LLC | 4 | $2.65K | 0.00% | +4 | New |